Client Service Specialist

Client Service Specialist- Asset Management

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

The Opportunity

This full-time Client Service Specialist position is central to the Asset Management Insurance (AMI) division of Maury, Donnelly, & Parr . The individual in this role will provide support to the Client Managers that manage all assigned accounts ranging from investment advisers, registered mutual funds, private funds and hedge funds- Asset Management - Maury Donnelly & Parr, Inc.

This role can be fully remote though there will be required quarterly travel to the Cockeysville, MD office. The projected start date for this role is Monday, 1 / 12 / 2026 or later.

DUTIES AND RESPONSIBILITIES :

• Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data.
• Responsible for initial input of account, contact, and policy details into EPIC.
• Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues.
• Performs online carrier ratings.
• Secure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requested.
• Prepares proposals, analysis and summaries as needed.
• Manages billing inquiries and cancellation notices; provides billing support to Client Manager as needed.
• Performs other related duties as assigned by management.

QUALIFICATIONS :

POSITION EXPECTATIONS :

PHYSICAL DEMANDS AND WORK ENVIRONMENT :

PAY RANGE :

AVAILABLE BENEFITS :

Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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